dennis: i like that. a lot of people worry that there is an kutcher disconnect between the stock market going up and the economy perking along. doesn't that 246,000 new jobs that private companies hired last month, doesn't that say that there is not as much a disconnect as is here? >> may not as much as we thought, although it seems to be pretty clear that there still is that disconnect. several good things to be excited about. there are also things to be less excited about. long-term unemployment is up slightly. you had in terms of how long people were out of work, the average weeks were up slightly. there are things that are less encouraging, but overall, i think it's good. i'll take it. dennis: scott martin, at what point -- the good thing about the numbers today, not too hot, not too cold, but at what point of that job creation numbers come out and it's so good that stocks tumble because now we worry that the fed will tighten up? >> at what point does ben bernanke and companies say we're taking the fo